Can someone please let us know if there is a way to set permissions on a document that is in a task?
For example, we want to post a document that has relevant information to the Project, but not everyone who is apart of the Project should have access to the file that is posted in a task.
Is there a way around this? to assign a document to specific people within your Project??
Welcome to the Forum @Shauna_Smith and thank you for reaching out!
That is a great question! As it stands, it is not possible to set permission on attachments to make it accesible or available only to certain people within a project.
A workaround for this could be to create a private project that you can identify with the same name of your current Project /documents and upload all your documents in there. You can then share the task where the document is nested with the the relevant people (either by assigning them the task or adding them as collaborators).
I understand this might not be ideal but I hope it helps! Please let me know if you have any follow-up question Shauna! Have a great day!
Thank you, that is exactly what we were thinking we would have to do, or put a password on the file.